BFO

Boston Family Office Portfolio holdings

AUM $1.51B
1-Year Est. Return 12.61%
This Quarter Est. Return
1 Year Est. Return
+12.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.53M
3
+$2.5M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.47M
5
MSFT icon
Microsoft
MSFT
+$1.16M

Top Sells

1
+$4.31M
2
+$3.1M
3
+$2.28M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.4M

Sector Composition

1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.99T
$66.1M 4.68%
297,778
-19,408
MSFT icon
2
Microsoft
MSFT
$4.03T
$52M 3.68%
138,391
+3,083
V icon
3
Visa
V
$673B
$48.1M 3.41%
137,381
-1,491
AMZN icon
4
Amazon
AMZN
$2.44T
$47.2M 3.34%
247,896
+1,644
GOOG icon
5
Alphabet (Google) Class C
GOOG
$3.25T
$32.6M 2.31%
208,645
+192
BRK.B icon
6
Berkshire Hathaway Class B
BRK.B
$1.04T
$31.7M 2.24%
59,517
-1,595
UNP icon
7
Union Pacific
UNP
$129B
$30M 2.12%
126,903
-3,238
ANSS
8
DELISTED
Ansys
ANSS
$29.5M 2.09%
93,178
-1,814
VOO icon
9
Vanguard S&P 500 ETF
VOO
$783B
$28.3M 2%
54,992
+11,085
SPY icon
10
SPDR S&P 500 ETF Trust
SPY
$682B
$27.6M 1.96%
49,405
-1,937
AMT icon
11
American Tower
AMT
$85.6B
$27.5M 1.95%
126,584
-990
SPGI icon
12
S&P Global
SPGI
$151B
$26.8M 1.9%
52,714
-69
MMC icon
13
Marsh & McLennan
MMC
$89.6B
$25.7M 1.82%
105,501
-1,663
APD icon
14
Air Products & Chemicals
APD
$56.6B
$25M 1.77%
84,805
-1,556
ATR icon
15
AptarGroup
ATR
$8.44B
$24.7M 1.75%
166,528
-5,924
ECL icon
16
Ecolab
ECL
$76.1B
$24.5M 1.74%
96,681
-2,126
CRM icon
17
Salesforce
CRM
$242B
$24.2M 1.71%
90,032
-1,278
SYK icon
18
Stryker
SYK
$144B
$24M 1.7%
64,509
+2,108
IQV icon
19
IQVIA
IQV
$37.1B
$23.7M 1.67%
134,154
-785
ADP icon
20
Automatic Data Processing
ADP
$113B
$22M 1.56%
72,128
+1,560
ROP icon
21
Roper Technologies
ROP
$49.1B
$21.3M 1.5%
36,048
-1,771
NOW icon
22
ServiceNow
NOW
$195B
$20.2M 1.43%
25,406
+3,136
TMO icon
23
Thermo Fisher Scientific
TMO
$211B
$19.9M 1.41%
39,999
-175
NEE icon
24
NextEra Energy
NEE
$172B
$19.7M 1.39%
277,635
-4,275
ROK icon
25
Rockwell Automation
ROK
$40.7B
$19.5M 1.38%
75,495
-2,131
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